Resolve basic immigration suitability and the financial consequences before irreversible financial or relocation decisions. Some evidence gathering and tax fact collection can proceed together.
Use dependencies instead of a fixed timetable
Ask each adviser which facts they need before reaching a conclusion. Record what must be resolved before application, asset sale or payment. This prevents an avoidable rush without implying that completing professional reviews sets the date of government approval.
Sequence by dependency rather than by a fixed order, since the right first step varies with the facts. Generally, the assessment that could stop everything should come first: whether the individual is admissible and whether the arrangement identifies a viable classification. There is little value in commissioning detailed financial or tax work before that is known.
Once it is, the financial history and the tax analysis can usually proceed in parallel, and the contractual work follows once the structure is settled. Identify at each stage what the next adviser needs from the previous one, and confirm they have it before instructing. Where an adviser cannot begin without something outside their control, start that request immediately rather than at the point their engagement formally commences.
Where a step depends on a third party such as a bank, a registry or an employer's internal approval, start it in parallel rather than in sequence, since those are the elements least responsive to anyone's schedule and most likely to determine the overall duration.